Regal Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Regal Investment Advisors’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-24,306	Closed	-$1.58M	–	511
2022 Q2	$1.58M	Buy	+24,306	New	+$1.63M	0.16%	136
2015 Q4	–	Sell	-285	Closed	-$9K	–	590
2015 Q3	$9K	Hold	285	–	–	﹤0.01%	716
2015 Q2	$9K	Hold	285	–	–	﹤0.01%	671
2015 Q1	$10K	Hold	285	–	–	﹤0.01%	689
2014 Q4	$10K	Hold	285	–	–	﹤0.01%	633
2014 Q3	$9K	Hold	285	–	–	﹤0.01%	716
2014 Q2	$9K	Hold	285	–	–	﹤0.01%	689
2014 Q1	$9K	Hold	285	–	–	﹤0.01%	659
2013 Q4	$9K	Hold	285	–	–	0.01%	608
2013 Q3	$8K	Hold	285	–	–	﹤0.01%	642
2013 Q2	$8K	Buy	+285	New	+$8.3K	﹤0.01%	631

Other funds holding IYK

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Regal Investment Advisors's IYK Position: Q3 2022 in Review

Regal Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2022, closing a stake of 24,306 shares — an estimated $1.58M sold.

Regal Investment Advisors first reported a position in IYK in Q2 2013 and held it in 11 quarters. The position peaked at $1.58M in Q2 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

Regal Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 24,306 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $1.58M.
Regal Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2013 and held it in 11 quarters.
Regal Investment Advisors's iShares US Consumer Staples ETF position peaked at $1.58M in Q2 2022.
227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.